Optimistic Investor

The market has been going up for 124 years. How can that be and what can we learn from how it stays relevant.

Advisors live by the 4% rule when it comes to taking money out of retirement assets on a yearly basis. We talk about if this is still valid and see if it is changing.

We are always optimistic on the market. Even now with the volatility that we have seen we are optimistic and we go into reasons why.

The third quarter of 2020 earnings reports are coming out and what we are seeing is that the consumer spending has been strong. What else do we see?

Today opened almost 1800 points up, Why is that? Is this going to continue? We dig into those things today.

Sometimes we overlook risks that we just assume are taken care of, but are they. We will talk about ways to mitigate things that you sometimes can't see.

Is social security the building block of your retirement or is it a supplement?  We know what it should be, let discuss.

How many of you have a will? or other directives that tell others what to do when the unthinkable happens? Let's talk about it.

Are you constantly checking your 401k balance and tweaking (or wanting to) the holdings? You could be doing more damage than good and creating a bit of stress for you.  

I was speaking with my son about his desire to buy a house right now. We go over all the things beyond the payment that one needs to think about.

In this series we talk about ways and things you can do that could be detrimental to your retirement. In this episode we talk about needing to invest early.

Will we return to a position where companies are taking their profits internationally or stay here in the states?

What is the difference in Amazon Prime Day this year versus last year or the years before?

How much life insurance has always been the go to question, but do you really know enough about insurance in general?  We talk about 8 different types of insurance and give you the highlights of what you need to know. 

We go through what it takes and the different ways that people have become millionaires.

What does the 3rd quarter earning going to say for us this year? Hopefully better than what the 2nd quarter had.

Double!! Really? We pay double for our healthcare than other places and why is that?

We talk about working longer. What does working to 70 do to your options with Social Security?

The COVID makes us think about our retirement and if we are doing the right things. There are many WRONG things that you can be doing and we are going to cover them here.

There is A LOT of money sitting on the sidelines as the pandemic got many people and institutions out of the market. What does that mean?